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Portfolio (Quarterly) Guide ↗

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

· CIK 0001818604
13F Portfolio $1.7B AUM 2,359 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2359 New
Page 111 of 118  ·  2,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 IRTC IRHYTHM HOLDINGS INC Healthcare 8.0 $996.0 NEW $124.50 -6.1%
2202 IPO RENAISSANCE CAP GREENWICH FD 17.0 $993.0 NEW $58.41 -2.9%
2203 EGY VAALCO ENERGY INC Energy 200.0 $992.0 NEW $4.96 +17.9%
2204 TRU TRANSUNION Industrials 13.0 $968.0 NEW $74.46 +5.7%
2205 INSTIL BIO INC 125.0 $961.0 NEW $7.69
2206 MFA MFA FINL INC Real Estate 99.0 $948.0 NEW $9.58 -4.9%
2207 NVAX NOVAVAX INC Healthcare 100.0 $946.0 NEW $9.46 -14.7%
2208 BTF VALKYRIE ETF TRUST II 60.0 $937.0 NEW $15.62 +10.6%
2209 RC READY CAPITAL CORP Real Estate 534.0 $935.0 NEW $1.75 -2.9%
2210 SM SM ENERGY COMPANY Energy 36.0 $926.0 NEW $25.72 +37.9%
2211 IMMUNITYBIO INC 100.0 $920.0 NEW $9.20
2212 GTX GARRETT MOTION INC Consumer Cyclical 27.0 $917.0 NEW $33.96 -15.8%
2213 SIRI SIRIUSXM HOLDINGS INC Communication Services 30.0 $899.0 NEW $29.97 -2.8%
2214 MBC MASTERBRAND INC Consumer Cyclical 90.0 $898.0 NEW $9.98 -9.9%
2215 SLGN SILGAN HLDGS INC Consumer Cyclical 19.0 $876.0 NEW $46.11 -9.6%
2216 WING WINGSTOP INC Consumer Cyclical 5.0 $875.0 NEW $175.00 -33.9%
2217 WSR WHITESTONE REIT Real Estate 46.0 $873.0 NEW $18.98 +0.1%
2218 SF STIFEL FINL CORP Financial Services 12.0 $862.0 NEW $71.83 +16.9%
2219 QLYS QUALYS INC Technology 6.0 $861.0 NEW $143.50 +27.7%
2220 OSIS OSI SYSTEMS INC Technology 4.0 $860.0 NEW $215.00 +6.9%
Page 111 of 118  ·  2,359 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 22.6%
Consumer Cyclical 9.4%
Communication Services 7.2%
Industrials 6.9%
Healthcare 6.2%
Energy 3.9%
Consumer Defensive 3.4%
Utilities 2.8%
Basic Materials 1.8%